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不断集聚稳的力量壮大进的动能 全力巩固市场回稳向好态势
Xin Hua Cai Jing· 2025-07-25 14:00
新华财经北京7月25日电(记者刘玉龙)中国证监会7月24日召开证监会系统党的建设暨2025年年中工作 会议(以下简称"会议")强调,牢牢把握市场要稳、监管要严、功能要强、队伍要过硬这四个着力点, 不断集聚稳的力量、壮大进的动能,持续稳定和活跃资本市场,更好服务经济持续回升向好和中国式现 代化大局。 ——全力巩固市场回稳向好态势 往后看,会议提出,证监会系统要认真贯彻落实党中央、国务院决策部署,牢牢把握市场要稳、监管要 严、功能要强、队伍要过硬这四个着力点,不断集聚稳的力量、壮大进的动能,持续稳定和活跃资本市 场,更好服务经济持续回升向好和中国式现代化大局。 证监会提出了全力巩固市场回稳向好态势、深化改革激发多层次市场活力、进一步固本培元、持续提升 监管执法效能、精准防控资本市场重点领域风险、稳步推进高水平制度型开放、增强资本市场重大问题 研究的权威性和影响力七项重点工作。 关于全力巩固市场回稳向好态势,证监会提出,进一步健全稳市机制,增强市场监测监管和风险应对的 有效性、前瞻性,加强预期引导。 关于深化改革激发多层次市场活力。会议提出,推动科创板改革举措落地,推出深化创业板改革的一揽 子举措,持续推进债券、期 ...
Ocean Power Technologies(OPTT) - 2025 Q4 - Earnings Call Transcript
2025-07-25 14:00
Ocean Power (OPTT) Q4 2025 Earnings Call July 25, 2025 09:00 AM ET Speaker0Good morning, and welcome to the Ocean Power Technologies Fourth Quarter and Full Fiscal Year twenty twenty five Earnings Conference Call. A webcast of this call is also available and can be accessed by a link on the company's website at www.oceanpowertechnologies.com. This conference call is being recorded and will be available for replay shortly after its completion. On the call today are Doctor. Philip Strattman, President and Chi ...
Why Is ServiceNow Stock Surging?
Forbes· 2025-07-25 13:55
Core Insights - ServiceNow is experiencing significant growth, with its stock increasing by 25% over the last year [1] - The latest earnings report showed revenue exceeding $3.2 billion, with earnings surpassing forecasts, leading to a surge in stock price [2] - The company has raised its revenue outlook for the full year, indicating strong future performance [2] Company Performance - The "Now Assist" platform utilizes generative AI to automate workflows across various sectors, leading to a surge in deal volume for AI-powered products [3] - ServiceNow secured nearly 90 agreements worth over $1 million each in the last quarter, with over 500 customers spending more than $5 million annually [3] - The demand for ServiceNow's offerings suggests significant longevity for the stock [3] Market Opportunities - ServiceNow is making strides in the public sector, assisting government agencies with modernization efforts, which presents a vast growth opportunity [4] - The ongoing digital upgrades in local and federal agencies provide a consistent source of recurring revenue [4] Future Outlook - If ServiceNow continues to capitalize on the AI trend and secures major enterprise contracts, the momentum may persist [5] - The company's central role in digital workflows and enterprise AI indicates potential for further expansion, especially if the broader tech rally continues [5]
X @Forbes
Forbes· 2025-07-25 13:54
Kumiko, the innovative dining bar serving up a taste of Japan in Chicago’s West Loop, was named World’s Best Bar at the 19th annual Spirited Awards in New Orleans. (Photo: Sammy Faze/Kumiko)https://t.co/ZXsXCZFjmU https://t.co/0MI22x1kEC ...
MIR vs. BWXT: Which Nuclear Energy Stock is a Stronger Play Now?
ZACKS· 2025-07-25 13:51
Industry Overview - The artificial intelligence (AI)-powered data center industry is thriving, leading to increased interest in nuclear energy as a hot sector over the past year [1] - The demand for nuclear energy is being driven by the energy-intensive nature of AI technologies [1] Company Profiles Mirion Technologies - Mirion Technologies, based in Atlanta, GA, specializes in radiation detection, measurement, analysis, and monitoring products and services across North America, Europe, and the Asia Pacific [2] - The company is focusing on digital innovation in the nuclear and radiation safety sectors, recently partnering with Westinghouse Electric Company to enhance nuclear instrumentation with digital solutions [3][4] - Mirion's digital systems provide precise measurements and are less affected by environmental changes, ensuring high-quality data collection [5] - The transition to digital systems allows for standardized data recording and remote monitoring capabilities, enhancing operational efficiency [6] BWX Technologies - BWX Technologies, headquartered in Lynchburg, VA, manufactures and sells nuclear components in the U.S., Canada, and internationally [2] - The company is expanding its commercial power segment and benefiting from strong bookings and government contracts, particularly in nuclear demand [8] - BWXT has secured contracts with the U.S. Department of Defense for developing a micro-nuclear reactor and is collaborating with commercial nuclear energy companies [9] - The company is preparing for growth in the small modular reactors market, anticipating multiple follow-on orders in North America and Europe [12] Financial Performance Mirion Technologies - Mirion expects total revenues to grow by 5-7% year-over-year in 2025, with organic revenue growth projected at 5.5-7.5% [7] - Adjusted EBITDA is anticipated to be in the range of $215-$230 million, and adjusted free cash flow is projected between $85-$110 million [7] - The company forecasts adjusted earnings per share (EPS) in the range of 45-50 cents [7] BWX Technologies - BWXT's 2025 sales and EPS estimates imply a year-over-year improvement of 12.9% and 6.6%, respectively [19] - The company faces challenges from zirconium cost impacts and an unfavorable mix in its commercial operations [13][22] Market Performance - Over the past year, BWXT shares have increased by 45.1%, while Mirion shares have surged over 101% [14] - Mirion Technologies is perceived to have a better price performance and focus on digital innovation compared to BWX Technologies [22]
Merck Q2 Earnings in the Cards: Buy, Sell or Hold Ahead of Results?
ZACKS· 2025-07-25 13:31
Key Takeaways MRK will report Q2 results on July 29. Consensus estimates for sales are at $15.77B and EPS at $1.99.Keytruda, Lynparza and new drugs like Capvaxive are expected to boost Q2 pharmaceutical sales.Weak Gardasil demand in China, generic erosion and pipeline reliance may weigh on investor sentiment.Merck (MRK) will report its second-quarter 2025 earnings on July 29, before market open. The Zacks Consensus Estimate for second-quarter sales and earnings is pegged at $15.77 billion and $1.99 per shar ...
X @Investopedia
Investopedia· 2025-07-25 13:30
ServiceNow beat profit and sales estimates on rising demand for its artificial intelligence business product. https://t.co/5f8OBQwkf8 ...
Carter’s(CRI) - 2025 Q2 - Earnings Call Transcript
2025-07-25 13:30
Carter's (CRI) Q2 2025 Earnings Call July 25, 2025 08:30 AM ET Speaker0Welcome to Carter's Second Quarter Fiscal twenty twenty five Earnings Call. On the call are Doug Paladini, Chief Executive Officer and President Richard Westenberger, Chief Financial Officer and Chief Operating Officer Kendrick Kruman, Chief Product Officer and Sean McHugh, Treasurer. Please note that today's call is being recorded. I'll now turn the call over to Mr. McHugh.Speaker1Thank you, and good morning, everyone. We issued our sec ...
Cadence Set to Report Q2 Earnings: What's in the Offing?
ZACKS· 2025-07-25 13:25
Key Takeaways Cadence Design Systems, Inc. (CDNS) will release results for the second quarter of 2025 on July 28. The Zacks Consensus Estimate for second-quarter 2025 earnings has been unchanged in the past 60 days at $1.57 per share. The consensus mark implies an increase of 22.7% from the year-ago actual. The Zacks Consensus Estimate for revenues is pegged at $1.26 billion, indicating an 18.7% uptick from the year-ago actual. For the second quarter of 2025, CDNS expects revenues to be in the $1.25-$1.27 b ...
广西交年中成绩单 GDP增速5.5%从何而来?
Sou Hu Cai Jing· 2025-07-25 13:22
中新网南宁7月25日电 (黄令妍)以人工智能为代表的新质生产力蓬勃发展、招商引资力度持续加大、稳 定外贸拓展多元市场……广西壮族自治区交出2025年中成绩单:上半年全区经济稳中向好,GDP增长 5.5%,实现"三个高于",即高于全国平均、高于预期目标、高于去年同期。 25日,2025年广西全区年中工作会议暨三季度经济发展调度会召开。会议透露,全区经济迎难而上,巩 固了一季度"开门红",实现上半年"双过半"目标。上半年广西一二三产增速均高于全国,固定资产投资 继续保持正增长。外贸进出口总额增长13%,比全国高10.1个百分点;北部湾集装箱吞吐量增长超 10%。重大项目加快推进,平陆运河、环北部湾广西水资源配置工程分别累计完成总投资77%、30%。 会议指出,广西产业向"新"。中国—东盟人工智能创新合作中心(简称南A中心)展示中心建成并试运 营,8个东盟国家同广西签署或即将签署人工智能合作协议,100多家国内人工智能头部企业和具有核心 竞争力的初创企业来桂投资布局。上半年,全区新签约人工智能项目94个(算力算法项目24个、"AI+"场 景项目43个、智能制造项目27个),科大讯飞、奇安信、360、新华三、海天瑞声 ...